> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withgale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onsite Messaging - Shopify 

This guide will walk you through the process of installing and configuring Gale Eligibility app on your Shopify store, enabling onsite messaging for HSA/FSA Eligible Products

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## Prerequisites

Before you begin, ensure the following:

* **Shopify Admin Access** : You have administrative access to your Shopify store.
* **Gale Payments API Key** : You received your API Key during the Gale Payments onboarding process.

## Installation

<Steps>
  <Step title="Install Gale Eligibility App">
    1. Install [Gale HSA & FSA Eligibility ](https://apps.shopify.com/gale-hsa-fsa-eligibility) app.

           <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-02-12at6.56.24PM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=3778bc58daab443fe98f0b71fcd9b4ab" alt="" width="1250" height="836" data-path="Screenshot2025-02-12at6.56.24PM.png" />
  </Step>

  <Step title="Configure API Credentials">
    1. Go to **Shopify Admin** > Open **Gale HSA & FSA Eligibility App**

    2. Click **Configure API Key**

           <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-02-12at6.57.53PM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=6f02d4edd09aa190cc76d6e96ef0e733" alt="" width="1424" height="466" data-path="Screenshot2025-02-12at6.57.53PM.png" />

    3. Enter **Gale API Key** provided during onboarding process and Click **Save** .

           <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-02-12at7.00.19PM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=40f34ab05631b03fdaf016bc222b7b25" alt="" width="1178" height="384" data-path="Screenshot2025-02-12at7.00.19PM.png" />
  </Step>

  <Step title="Add GTIN/UPC Codes to Products">
    1. Click **Go to Products Edit Page** → and enter GTIN/UPC Code in the **Barcode (ISBN, UPC, GTIN, etc.)** field.

    <Warning>
      You only need to enter GTIN/UPC codes **if you are SIGIS approved and using IIAS**.\
      If you're using the **LMN (Letter of Medical Necessity)** flow, this step is **not required**. Please reach out to support for more questions.
    </Warning>

    <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-03-27at4.43.33AM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=bdd5985e30c8c4f00325abe26a9da002" alt="" width="1446" height="710" data-path="Screenshot2025-03-27at4.43.33AM.png" />

    Repeat the same process for all **HSA/FSA Eligible** products and add **GTIN/UPC Codes**.
  </Step>

  <Step title="Sync Products">
    1. Open **Gale HSA & FSA Eligibility** App in store admin.

           <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-02-12at7.04.57PM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=e3145143920a747de285647753ec0458" alt="" width="1942" height="600" data-path="Screenshot2025-02-12at7.04.57PM.png" />

    Click **Go to Sync Products** > and Hit Sync Products Button so start product sync process.

    <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/images/Screenshot2025-03-27at4.48.37AM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=cb59fb605e4f0b9c141bffae2c81c24f" alt="Screenshot2025 03 27at4 48 37AM Pn" width="2936" height="1066" data-path="images/Screenshot2025-03-27at4.48.37AM.png" />
  </Step>

  <Step title="Add HSA/FSA Eligibility Widget">
    Click Add Widget to Theme or go to your theme editor page and select Default**Product Page**Template.

    <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-02-12at7.07.38PM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=ac9070f38609b8c787afbd8a54b59ad1" alt="" width="1756" height="674" data-path="Screenshot2025-02-12at7.07.38PM.png" />

    Add a section/block under the Product Price or Product Title and choose from one of 5 Different types of Eligibility Messaging.

    <img src="https://mintcdn.com/galepaymentsinc/-tfqSxxNOR5RQPkA/Screenshot2025-04-11at2.07.27PM.png?fit=max&auto=format&n=-tfqSxxNOR5RQPkA&q=85&s=aa0787e4fadb2944a6fea8c467519b33" alt="" width="519" height="647" data-path="Screenshot2025-04-11at2.07.27PM.png" />
  </Step>
</Steps>

***

## Custom Code for Widgets

<Card icon="code" href="customcode" cta="Add Using Custom Code" title="Add Onsite messaging using Custom Code">
  If you are using a custom theme , you can paste code snippets provided at approriate locations (product page template preferred.)
</Card>

***

## Troubleshooting

* **Eligibility Messaging not Visible**: Ensure that you have synced products and added messaging widget to **Default Product** Template using theme editor.
* **Product not Eligible**: Ensure that you have added correct **GTIN/UPC** Codes for relevant products and have synced products after doing so.

***

## Need Help?

If you encounter any issues, contact our support team at [support@withgale.com](mailto:support@withgale.com). We're here to help!

***

**By completing these steps, you will be able to see HSA/FSA Eligibility messaging on your store for eligible products.**
